The Canadian Money Roadmap – Details, episodes & analysis

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Record your money question here - No account or email required.

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In this episode, we explore how the art of making the perfect smash burger—mastered by burger expert George Motz—parallels the principles of smart investing. Discover why simplicity, quality ingredients, and avoiding unnecessary complexity lead to better results, whether you’re building a great burger or a strong investment portfolio. Tune in for practical insights and a fresh perspective on financial success.

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In this episode of the Canadian Money Roadmap Podcast, Evan introduces a new segment called 'Hot Takes On Hot Days,' where he critiques an article from BNN Bloomberg titled 'Five Warning Signs Your Investment Advisor is Not Up to the Job.' Evan discusses the misunderstandings and incomplete information commonly found in such articles, covering topics like portfolio performance, fees, advisor communication, and tax considerations. He emphasizes the importance of understanding risk-reward relationships, the various structures of mutual funds and ETFs, and the necessity of having an advisor who comprehends the nuances of financial planning.

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To be a successful investor, you need to have a process for making investment decisions.  To be more specific, you need to have a good process. 

In this episode, I talk about some of the things you need to consider to make sure you have a good investment process that can be repeated over and over again.

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📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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The legal side of money is one most people don't spend much time on but it can have a massive impact on your loved ones.  Lauren Scharfstein is an estate lawyer at Scharfstein LLP here in Saskatoon and she walks us through how we can be proactive with estate planning (yes, even us "young" people)  so we can feel empowered and confident with our money. 

You can connect with Lauren by email at lscharfstein@scharfsteinlaw.com.

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📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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Hot off the presses, the First Home Savings Account is a new account type that will help Canadians build a tax free down payment on their first home.  However, it is much more valuable than that and Aaron Hector walks us through all of the details and how to maximize the value of this new account.

Follow Aaron Hector on Twitter to keep up with more of his expert insight on finances for Canadians.

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📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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A roundup of some recent news items including the federal budget, oil price increases, minimum wage increases and a lawsuit against YouTubers promoting FTX.

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An honest discussion of some things I've done that are "dumb" on paper but made sense for my own situation.  

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📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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Andrea Hansen is the president of Sutton Benefits and Pension and is an expert in all aspects of workplace benefits plans.  She joins me on this episode to help us all understand what to be looking for if you're considering a new job or what questions to ask to better understand your benefits at your current employer.

If you are a business owner in SK or AB and would like to get in touch with Andrea regarding your total rewards, please reach out to her by email at ahansen@suttonplanning.ca or connect with her on LinkedIn.

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📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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A bonus episode for all of you who aren't quite sure what has been going on with the banking sector in the US and specifically with Silicon Valley Bank.

For an "in the weeds" look at the situation, check out The Demise of Silicon Valley Bank by Marc Rubinstein.

Let me know what you think at hello@evanneufeld.com

📱 Book an intro call - Cedar Point Pathway retirement planning service

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.